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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,107 | $90,530-78.9% | $76,030-74.9% | $145,897-86.9% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 10.55% | 625.08%-614.5pp | 361.54%-351.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,761 | $5,164-65.9% | $4,257-58.6% | $6,689-73.7% |
| Admin fee / account holder | $3,166 | $8,383-62.2% | $6,421-50.7% | $13,390-76.4% |